SharePoint Online stencil

The SharePoint Online export stencil will send routed documents to a specific folder on a pre-configured Microsoft® Office 365 SharePoint site.

Available connections

There are two outgoing connections from a SharePoint Online stencil: green if the export to SharePoint Online was successful and red if the export to SharePoint Online failed.

Configuration

  1. To access stencil properties, double-click a SharePoint Online stencil. Or, right-click a SharePoint Online stencil and select Properties.

  2. Configure the stencil, then click Save.

    SharePoint Online Site Url: The Sharepoint site URL.

    Username: The username you use to log into the SharePoint site.

    Password: The password you use to log into the SharePoint site.

    Deliver To: Once a valid SharePoint URL, Username, and Password have been entered, the folder structure for the SharePoint site will populate. Select the folder you want to export documents to.

    Delivery Format: The format the document will be converted to during export. The following options are available:

    • DOC (OCR Text): The OCR engine extracts the text from the document and puts it in Microsoft Word .doc file format.
    • DOCX (OCR Text): The OCR engine extracts the text from the document and puts it in Microsoft Word .docx file format.
    • JPG (Image, Single Page): An image in JPG file format. A multi-page source will be broken into individual single page JPGs.
    • PDF: A PDF document that is not text-searchable.
    • PDF (Image+OCR Text): A PDF document that is text-searchable. The original look of the document will stay the same. The first layer of the PDF is an image maintaining the fidelity of the document, and the text is applied as a second layer.
    • PDF (Text Only): A PDF document with no image layer. The OCR engine extracts the text from the document and puts it as the first layer of the PDF document. OCR imperfections can be seen when converting to this format type.
    • PDF/A: A PDF/A document that is not text-searchable.
    • PDF/A (Image+OCR Text): A PDF/A document that is text-searchable. The original look of the document will stay the same. The first layer of the PDF/A is an image maintaining the fidelity of the document, and the text is applied as a second layer.
    • PDF/A (OCR Text): A PDF/A document with no image layer. The OCR engine extracts the text from the document and puts it as the first layer of the PDF/A document. OCR imperfections can be seen when converting to this format type.
    • RTF (OCR Text): The OCR engine extracts the text from the document and puts it in RTF file format.
    • TIFF: An image in TIFF file format.
    • TIFF (Image, Single Page): An image in TIFF file format. A multi-page source will be broken into individual single page TIFFs.
    • TXT (OCR Text): The OCR engine extracts the text from the document and puts it in TXT file format.
    • XLS (OCR Text): The OCR engine extracts the text from the document and puts it in Microsoft Excel .xls file format.
    • XLSX (OCR Text): The OCR engine extracts the text from the document and puts it in Microsoft Excel .xlsx file format.

Data Fields Tab

The Data Fields tab will list names of the columns that exist in the selected SharePoint Online folder. These column names can be matched with data fields available in Intelligent Capture to populate values when documents are sent to SharePoint Online.

These fields support data field substitution.